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Reviewing Alerts & Rules for errors
Hi all, I've searched high and low but I can't find a way to do this easily. Is there a way to export all the notifications and rules set up for a sheet for ease of review against the process? Basically I want a report of all my notifications and rules layed out in a table so that I can review them against the process for…
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Sheet to sheet selective data transfer (for new rows)
I currently have two active sheets. The first sheet, we'll call "intake" and the latter "Projects". If I review a *new* row added to "intake" and determine I want to copy it over to "Projects", I need selective data from certain columns on that sheet to transfer to certain columns on "Projects". The columns do not directly…
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Export sheet URLs to excel
Hi, I'm trying to export multiple secure sheet links (urls) to excel (or pull them into a report) so I can upload them to a field in Salesforce. Is there any easy way to do this? Thanks for your help!
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Is anyone using an Air Pen or scanner to add data to a sheet?
We'd like to enter data from hard copy files into a sheet. We've found air pens or scanners, but we're not sure if we can use them with Smartsheet.
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excel doesn't recognize text/number column from smartsheet
I've linked an Excel worksheet to a Smartsheet report it works fine but one column that has a numbers and text (p.i. 4551A) is imported blank (no data). When is a regular number imports it just fine. Does anybody have any idea what could be the problem? Thanks, Herb
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Use Smartsheet row data to populate a Template
I am looking for a way to automate a process to take data from a single row in Smartsheet and populate a template. Working in the construction industry, processes are slow to change and we still need to PDF documents for communication with our customers (RFI's, Change Orders, etc). I have setup the forms and procedures for…
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Custom Jira fields not in Jira Connector
Hi - I have a new Jira custom field I want to pass over to the smart sheet, but when i come to configure the connector between jira and smartsheet, the field is not available. Other jira custom fields are. What could the issue be?
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formula to distinguish decimal versus percentage (i.e. 1 versus 100%)
I have a report that combines many sheets. Sometimes the values entered as 1 rather than 100% (or .75 rather than 75%). The report is an input into Tempus (Smartsheet partner) and it makes a difference to their application. Is there a way to determine that a value is NOT a percentage? Or require entry of a percentage, or…
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Creating a Cash Flow Model
Dear Developer I would like to know if someone would be able to help me out (on a chargeable basis) to create a cashflow report that requires the consolidated view from 15 different companies. The idea is that each company has its expenses, incomes, has starting bank balances, different bank accounts, suppliers, customers…
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Project Management
Hi, we currently have a few web forms, that allow clients to request quotes. These then populate fields on a smartsheet as normal. We have two challenges that I'd like to implement but can't seem to get it right. We would like to give the client more visibility on the status of the opportunities, but for various reasons,…
